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Month: September 2020


If you need to find data in PracticeMaster based on just a word or phrase, we have you covered! There are several ways to search in PracticeMaster to find what you need.   Read More...


The IRS is changing the layout of Form 1099-MISC for the 2020 tax year. Additionally, Form 1099-NEC is being added to replace Box 7 on Form 1099-MISC.   Read More...


KB Corner: Report Finder

September 2020    Tags: , ,
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Are you looking for a report with certain criteria, but not sure how to find it?   Read More...


Want to know who backed up the data last and when, or who restored it? You can easily confirm who performed these actions and many more.   Read More...


Want to know if Platinum is right for your firm? Try out Tabs3 Platinum risk free for 30 days! This offer allows you to use all of the Platinum features with your own data for 30 days before determining whether Platinum will be a permanent upgrade.   Read More...


Have you ever needed to look back at a copy of a receipt paid in Accounts Payable? Using the Invoice Attachment feature makes it easy to do just that!   Read More...


A new Separate PDF for each Sort option has been added to the Sort tab of both Generate Statements and the Detail Work-in-Process Report.   Read More...


I have a report that I run daily. However, when opening the report this morning, I noticed that the fields are already filled in and the settings are different than normal. How can I change the report back to the original settings?   Read More...


Is there any way to exclude Cover Statements for all clients on a single statement run, without having to change the client information?   Read More...


I view the Daily Calendar for a group of users, and when multiple members are part of the same event, it displays a separate record for each user. Is there a way to show only one instance of the record?   Read More...


We use the Document Management feature in PracticeMaster and we noticed that some documents are assigned to differing but similar document types. We are concerned that there are several similar document types for the same thing. Is there a way to print a list of all the document types we have in PracticeMaster?   Read More...


On my statements, the trust account section displays “Trust Fund Balance,” but I want it to display “Your retainer balance is” instead. How can I change the terminology for the Trust section of my statements?   Read More...


I recently ran the Trust Account List and discovered that there are some trust accounts with Unpaid/Pending Transactions. Is there a quick way to determine what these transactions are?   Read More...


Our bank just started offering a Positive Pay service and we want to take part. Does APS have an option for Positive Pay?   Read More...